Who owns CMF?
iShares California Muni Bond ETF · iShares
354 institutions reported holding CMF, worth $3.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CMF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $564.6M | 9,795,528 | +1,298,720 shares |
| Wealthfront Advisers LLC | Palo Alto, CA | $419.4M | 7,276,324 | +1,076,603 shares |
| Bank of America Corp. | Charlotte, NC | $113.9M | 1,975,540 | +138,666 shares |
| Morgan Stanley | New York, NY | $111.6M | 1,936,419 | +63,696 shares |
| Facet Wealth, Inc. | West Palm Beach, FL | $100.9M | 1,750,409 | +169,335 shares |
| FMR LLC | Boston, MA | $100.4M | 1,742,213 | −64,816 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $97.5M | 1,691,400 | +510,501 shares |
| SYON Capital LLC | San Francisco, CA | $80.4M | 1,395,697 | +43,569 shares |
| LPL Financial LLC | Fort Mill, SC | $75.6M | 1,310,854 | +163,261 shares |
| Bailard, Inc. | Foster City, CA | $69.9M | 1,213,415 | −21,191 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CMF?
354 institutional managers reported holding CMF in Form 13F filings for June 30, 2026, worth $3.1B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $564.6M.
Did institutions buy or sell CMF last quarter?
Reported 13F value rose 10.4% from March 31, 2026, which includes price moves as well as buying and selling. 39 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CMF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.